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Strategic Wealth Investment Group, LLC: FDCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Investment Group, LLC on FDCF, newest first. How the timeline and the estimate are built.

Strategic Wealth Investment Group, LLC held 9,789 FDCF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,789 shares
    Change vs previous 13F +1,436 shares

    0.06% of the 13F portfolio, value $489,048.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $359,554.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).